io.github.bankstatemently/bankstatemently-mcp

up checked 2026-11-10T22:38:04.234Z

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Publisher-provided title

Bankstatemently

Publisher-provided description

Convert PDF bank statements into structured transactions, accounts, and balances.

Summary by lookupd

Converts PDF bank statements into transactions and balances, then lets an agent categorize, aggregate, and compare spending over time.

Install

Claude Code, remote (streamable-http)

claude mcp add --transport http bankstatemently https://api.bankstatemently.com/mcp

Codex, remote (streamable-http)

codex mcp add bankstatemently --url https://api.bankstatemently.com/mcp

Cursor, remote (streamable-http) → .cursor/mcp.json

{
  "mcpServers": {
    "bankstatemently": {
      "url": "https://api.bankstatemently.com/mcp"
    }
  }
}

Other clients: docs. Or tell your agent: Set up lookupd for me: read https://lookupd.com/agent.md and follow it.

Tools (22 tools)

Publisher-provided text

• request_upload Mint a single-use upload URL for pushing a conversation-attached PDF to Bankstatemently before converting it. Use this ONLY when you have no other way to refere
• convert_statement Convert a bank statement PDF into structured data or a spreadsheet. When the user attaches a PDF in the conversation, it arrives automatically as pdf_file — nev
• get_statement Fetch the full converted data for a previously processed document. Use this after convert_statement returns a "processing" status, or to re-fetch results. outpu
• categorize_statement Run AI transaction categorization on a previously processed document, then return its category mappings. Returns cached categories with no charge if this docume
• list_statements Browse your previously converted bank statements with pagination and optional status filter.
• dismiss_statement Hide a failed, rejected, or cancelled document from future list_statements results. Use this only when the user asks to clear a terminal failed/rejected/cancell
• adjudicate_transfers Decide whether ambiguous pairs from list_transfers are transfers. Pass "verdict" when the user has told you; leave it out to let the AI judge decide. Returns th
• adjudicate_outflows Decide where an "unresolved" debit from list_outflows went (the documents' claims conflict and nothing settles them). Pass "verdict" and "transactionIds" when t
• get_credits Your remaining Bankstatemently credits — the processing quota, NOT credit/debit transactions. Use for: how many credits do I have, remaining pages, plan limits,
• list_memories List your memories, default memory first. The default memory covers the whole workspace. Named memories include name, situation and scope. Free to use — no cred
• create_memory Create a named memory: a scoped lens over your accounts and dates with a user-authored name, optional situation ("bookkeeping", "divorce" or "estate"), and Chat
• update_memory Rename or rescope an existing named memory, or update its situation. The default memory is immutable. Free to use — no credits consumed.
• rate_statement Report how well a previously converted bank statement was parsed: submit a 1-5 rating, optionally with structured feedback at any rating. Your rating counts tow
• evaluate_benchmark Score parsed bank statement transactions against the Bankstatemently benchmark ground truth. Accepts a statement_id (e.g. "bsb-001") or content_hash, plus your
• list_transactions A transaction is a single line as printed on one account's statement — one side of any movement. Return a filtered list of transactions across your converted st
• aggregate Compute a single metric (sum/average/count/max/min) over a filtered set of transactions across your converted statements. Results are per-currency — never sum a
• group_by Group transactions by a dimension (month/category/counterparty/account/currency) and apply a metric to each group. Results are per-currency. The "counterparty"
• top_n Return the top N groups ranked by metric (descending), per-currency for monetary metrics. Scope defaults to all your completed statements; pass "scope" to narro
• compare Side-by-side metric comparison for two filtered groups of transactions (e.g. one category vs another, one month vs another). Scope defaults to all your complete
• time_series Compute a time series by grouping transactions into week or month buckets and applying a metric — useful for trends. Scope defaults to all your completed statem
• list_transfers Match transfers between your own accounts. A transfer is TWO transactions — a debit leaving one of your accounts and a credit arriving in another — matched as t
• list_outflows Every debit that left your accounts — in no confirmed transfer between your own accounts, and not a fee — each in ONE destination whose kind is also its next st

Details

• Version: 2.1.0
• Transports: streamable-http
• Uptime (7 days): 100%
• Median latency: 2203 ms
• First indexed: 2026-11-01T09:21:26.035Z
• Last seen in registry: 2026-11-01T09:21:26.729Z
• Repository: https://github.com/bankstatemently/plugins
• Website: https://bankstatemently.com/developers/mcp

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